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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,357 | $150,435-75.2% | $120,580-69.0% | $145,897-74.4% |
| Participation rate | 85.7% | 78.8%+6.9pp | 72.0%+13.8pp | 80.3%+5.4pp |
| Annual return | 17.72% | 154.60%-136.9pp | 107.48%-89.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $2,182 | $4,352-49.9% | $3,469-37.1% | $4,663-53.2% |
| Participant deferral / active EE | $2,967 | $6,174-51.9% | $4,995-40.6% | $6,689-55.6% |
| Admin fee / account holder | $164 | $12,182-98.7% | $9,418-98.3% | $13,390-98.8% |